Allworth Financial’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18K | Sell |
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|
2025
Q1 | $22.5K | Buy |
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|
2024
Q4 | $16.4K | Buy |
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|
2024
Q3 | $17.3K | Sell |
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|
2024
Q2 | $16.3K | Buy |
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|
2024
Q1 | $11.3K | Hold |
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|
2023
Q4 | $11.6K | Buy |
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|
2023
Q3 | $6.96K | Buy |
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|
2023
Q2 | $3.59K | Hold |
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|
2023
Q1 | $2.94K | Hold |
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|
2022
Q4 | $2.93K | Sell |
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|
2022
Q3 | $3K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $10K | Buy |
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|
2021
Q4 | $0 | Buy |
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